Stephan Hanzlik

Stephan Hanzlik

Educator, Brand Affiliate

Followers of Stephan Hanzlik1000 followers
location of Stephan HanzlikNew York, New York, United States

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  • Timeline

  • About me

    Assistant Vice President, Private Market Transactions at Morgan Stanley

  • Education

    • University of Wisconsin-Madison

      2018 - 2021
      Bachelor of Science - BS Economics

      Leadership & InvolvementsLEAD@Econ, Senior Mentor UW Men’s Rowing, Student Athlete Badgers Exploring Finance, Member Capital Management Club (CMC), MemberWealth Management Group (WMG), Member Impact Venture Capital (Impact VC), MemberSales & Trading & Asset Management (STAM), MemberTranscend UW (Entrepreneurship Organization), VP of Outreach & Fundraising

    • Wisconsin School of Business

      2018 - 2021
      Certificate Entrepreneurship

      Wisconsin School of Business - Wealth Management & Financial Planning Track, CFP Candidate ​

  • Experience

    • Lululemon

      May 2018 - Apr 2021
      Educator, Brand Affiliate
    • Basecamp Fitness

      Nov 2020 - Mar 2021
      Fitness Coach
    • Planet LA Records

      Dec 2020 - Apr 2021
      Music & Brand Marketing Intern
    • JPMorgan Chase & Co.

      Mar 2021 - Feb 2022
      Investment Professional - Wealth Management

      Directly assist senior advisors and high-net-worth clients of JPMorgan with strategic investment decisions that account for current economic trends and future market projections.Collaborate among market strategists, equity, and alternative investment teams to provide, develop, and recommend suitable insight and investment recommendations to existing high-net-worth clients.

    • EquityZen

      Feb 2022 - Mar 2023
      Senior Private Markets Analyst

      EquityZen provides alternative asset investments within private companies through Direct Share Transfer and via EquityZen Investment Funds of which purchase and own equity on behalf of investors. Working with shareholders and accredited investors based in the U.S. and Internationally, EquityZen has transacted across an estimated $1.45T Total Market Cap.

    • Morgan Stanley

      Apr 2023 - now
      Assistant Vice President, Private Market Transactions

      Assistant Vice President, Private Market TransactionsInvestment Solutions Division, MSWM/MSSBMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm serves clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. The Private Market Transactions Desk is a new business at Morgan Stanley, with an objective to solve the growing private capital liquidity needs for venture investors, corporate clients, and private company shareholders. Show less

  • Licenses & Certifications

    • CPR & AED

      Red Cross Blood Services
      Feb 2018
    • Fundamentals of Quantitative Modeling

      The Wharton School
      Apr 2025
      View certificate certificate
    • Certified Personal Trainer (NASM-CPT)

      National Academy of Sports Medicine (NASM)
      Nov 2020
    • Series 7

      FINRA
      Jul 2021
    • Securities Industry Essentials, SIE

      FINRA
      May 2021
    • Series 63

      FINRA
      Aug 2021
  • Volunteer Experience

    • Volunteer

      Issued by Read Ahead on Oct 2025
      Read AheadAssociated with Stephan Hanzlik
    • Volunteer

      Issued by SIFMA Foundation on Nov 2023
      SIFMA FoundationAssociated with Stephan Hanzlik
    • Volunteer

      Issued by Futures and Options on Oct 2023
      Futures and OptionsAssociated with Stephan Hanzlik
    • Member Board of Directors

      Issued by SWCYHA on Apr 2022
      SWCYHAAssociated with Stephan Hanzlik